Security key
83190L208
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 17,164,483
- Total 13F shares
- 9,734,170
- Share change
- +47,095
- Total reported value
- $302,525,862
- Price per share
- $31.08
- Number of holders
- 139
- Value change
- +$1,467,505
- Number of buys
- 57
- Number of sells
- 58
Report period
Q1 2025
Institutions
139
Top holders
10
SMBK full security history
Newer quarter: Q2 2025
Previous quarter: Q4 2024
SMARTFINANCIAL INC. SEC filings
SMARTFINANCIAL INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 83190L208
Recent filing periods:
Top shareholders of SMBK - SMARTFINANCIAL INC. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
13D/G
|
Company · The Vanguard Group |
4.8%
from 13D/G
|
818,072
|
$25,343,871 | — | 31 Dec 2024 | |
| BlackRock, Inc. |
13F
|
Company |
8.4%
|
1,434,284
|
$44,434,118 | — | 31 Dec 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
4.4%
|
758,069
|
$23,485,332 | — | 31 Dec 2024 | |
| Private Capital Management, LLC |
13F
|
Company |
3%
|
522,676
|
$16,192,493 | — | 31 Dec 2024 | |
| Cravens & Co Advisors, LLC |
13F
|
Company |
2.6%
|
448,357
|
$13,890,100 | — | 31 Dec 2024 | |
| WELLINGTON MANAGEMENT GROUP LLP |
13F
|
Company |
2.6%
|
437,793
|
$13,562,827 | — | 31 Dec 2024 | |
| BANC FUNDS CO LLC |
13F
|
Company |
2.1%
|
362,433
|
$11,228,174 | — | 31 Dec 2024 | |
| STATE STREET CORP |
13F
|
Company |
2%
|
344,651
|
$10,677,288 | — | 31 Dec 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
333,418
|
$10,330,956 | — | 31 Dec 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.6%
|
274,947
|
$8,517,858 | — | 31 Dec 2024 | |
| Michael Salzhauer |
13F
|
Individual |
1.4%
|
238,789
|
$7,397,686 | — | 31 Dec 2024 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
1.2%
|
208,193
|
$6,449,819 | — | 31 Dec 2024 | |
| DEPRINCE RACE & ZOLLO INC |
13F
|
Company |
1.1%
|
185,137
|
$5,735,544 | — | 31 Dec 2024 | |
| Foundry Partners, LLC |
13F
|
Company |
1.1%
|
184,260
|
$5,708,375 | — | 31 Dec 2024 | |
| Stieven Capital Advisors, L.P. |
13F
|
Company |
0.88%
|
150,234
|
$4,654,249 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.87%
|
148,512
|
$4,600,919 | — | 31 Dec 2024 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
0.86%
|
147,469
|
$4,566,000 | — | 31 Dec 2024 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.81%
|
139,274
|
$4,314,709 | — | 31 Dec 2024 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.76%
|
130,194
|
$4,033,408 | — | 31 Dec 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.75%
|
128,581
|
$3,983,439 | — | 31 Dec 2024 | |
| Elizabeth Park Capital Advisors, Ltd. |
13F
|
Company |
0.74%
|
127,649
|
$3,954,566 | — | 31 Dec 2024 | |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.74%
|
127,177
|
$3,939,943 | — | 31 Dec 2024 | |
| Hillsdale Investment Management Inc. |
13F
|
Company |
0.7%
|
120,029
|
$3,718,499 | — | 31 Dec 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.68%
|
117,331
|
$3,634,914 | — | 31 Dec 2024 | |
| BOOTHBAY FUND MANAGEMENT, LLC |
13F
|
Company |
0.51%
|
88,206
|
$2,732,622 | — | 31 Dec 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.45%
|
77,745
|
$2,408,532 | — | 31 Dec 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.44%
|
75,527
|
$2,339,827 | — | 31 Dec 2024 | |
| Empowered Funds, LLC |
13F
|
Company |
0.41%
|
70,677
|
$2,189,573 | — | 31 Dec 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.35%
|
60,255
|
$1,866,700 | — | 31 Dec 2024 | |
| Connor, Clark & Lunn Investment Management Ltd. |
13F
|
Company |
0.35%
|
60,048
|
$1,860,287 | — | 31 Dec 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.32%
|
55,343
|
$1,714,526 | — | 31 Dec 2024 | |
| MARTINGALE ASSET MANAGEMENT L P |
13F
|
Company |
0.31%
|
53,238
|
$1,649,314 | — | 31 Dec 2024 | |
| REGIONS FINANCIAL CORP |
13F
|
Company |
0.27%
|
46,139
|
$1,429,386 | — | 31 Dec 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.26%
|
44,448
|
$1,376,999 | — | 31 Dec 2024 | |
| LBMC INVESTMENT ADVISORS, LLC |
13F
|
Company |
0.26%
|
44,298
|
$1,372,352 | — | 31 Dec 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.26%
|
43,949
|
$1,361,540 | — | 31 Dec 2024 | |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP |
13F
|
Company |
0.23%
|
40,285
|
$1,248,029 | — | 31 Dec 2024 | |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. |
13F
|
Company |
0.2%
|
34,938
|
$1,082,380 | — | 31 Dec 2024 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.2%
|
34,200
|
$1,059,516 | — | 31 Dec 2024 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.2%
|
33,563
|
$1,039,782 | — | 31 Dec 2024 | |
| SlateStone Wealth, LLC |
13F
|
Company |
0.19%
|
33,427
|
$1,036,000 | — | 31 Dec 2024 | |
| CAPTRUST FINANCIAL ADVISORS |
13F
|
Company |
0.18%
|
31,023
|
$961,093 | — | 31 Dec 2024 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.18%
|
30,938
|
$958,459 | — | 31 Dec 2024 | |
| Trexquant Investment LP |
13F
|
Company |
0.17%
|
30,026
|
$930,205 | — | 31 Dec 2024 | |
| CALDWELL SUTTER CAPITAL, INC. |
13F
|
Company |
0.17%
|
28,431
|
$880,792 | — | 31 Dec 2024 | |
| Creative Planning |
13F
|
Company |
0.16%
|
27,943
|
$865,674 | — | 31 Dec 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.16%
|
27,796
|
$861,120 | — | 31 Dec 2024 | |
| Brandywine Global Investment Management, LLC |
13F
|
Company |
0.16%
|
27,668
|
$857,155 | — | 31 Dec 2024 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.15%
|
26,552
|
$822,581 | — | 31 Dec 2024 | |
| BARCLAYS PLC |
13F
|
Company |
0.15%
|
26,095
|
$808,423 | — | 31 Dec 2024 |
Institutional Holders of SMARTFINANCIAL INC. - Common Stock (SMBK) as of Q1 2025
As of 31 Mar 2025,
SMARTFINANCIAL INC. - Common Stock (SMBK) was held by
139 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,734,170 shares.
The largest 10 holders included
BlackRock, Inc., VANGUARD GROUP INC, DIMENSIONAL FUND ADVISORS LP, Private Capital Management, LLC, Cravens & Co Advisors, LLC, WELLINGTON MANAGEMENT GROUP LLP, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, BANC FUNDS CO LLC, and AMERICAN CENTURY COMPANIES INC.
This page lists
139
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
128
Q1 2025 holders
139
Holder diff
11
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.